Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AUDREY B. GREENWALD, M.S.CCC, P.A.
EIN 65-0593999Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$6.9M assets
Welfare
1
Participants
19
160 NORTHWEST 4TH STREET - BOCA RATON, FL 33432561-391-8444
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOCA SPEECH CENTER CASH BALANCE PLAN
CashBalance
Assets$5.1M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BOCA SPEECH CENTER 401(K) PLAN
401k
Assets$1.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
BOCA SPEECH CENTER 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOCA SPEECH CENTER CASH BALANCE PLAN | CashBalance | $5.1M | 5 | 2025 | |
| 001 | BOCA SPEECH CENTER 401(K) PLAN | 401k | $1.8M | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | BOCA SPEECH CENTER 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans